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The Modules Freight forwarding & Transportation Freight forwarding & Transportation Finance & Fixed assets Finance & Fixed assets Warehouse Warehouse.

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Presentation on theme: "The Modules Freight forwarding & Transportation Freight forwarding & Transportation Finance & Fixed assets Finance & Fixed assets Warehouse Warehouse."— Presentation transcript:

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2 The Modules Freight forwarding & Transportation Freight forwarding & Transportation Finance & Fixed assets Finance & Fixed assets Warehouse Warehouse HR HR Payroll Payroll

3 Functional Flow and Integration Freight Forwarding Module Logistics Module Finance and Fixed asset Module HR Payroll Transportation

4 Freight Forwarding And Transportation Module

5 Sales / Marketing ModuleSales / Marketing Module Operation Module Operation Module Transportation Module Transportation Module Finance Integration Finance Integration MIS Reports MIS Reports Freight Forwarding and Transportation module includes

6 Functional Flow Sales and Marketing Module Enquiry RFQ Quotation Process Yes Stop No Rates Status Job Execution Process Yes No Re-quote No Yes

7 Enquiry can be used to enter the customer requests to the system Enquiry can be used to enter the customer requests to the system A confirmed enquiry can be converted to a quotation A confirmed enquiry can be converted to a quotation Enquiry

8 Quotation Quotation includes rates,origin, destination, customer details etc. Quotation includes rates,origin, destination, customer details etc. Quote number is system generated Quote number is system generated

9 Quotation - Reports Quotation can be printed in this format. Quotation can be printed in this format. Sample Quotation

10 Sea Freight - Rates Rates pertaining to origin-destination,container type, line and agent can be viewed in sea freight Rates pertaining to origin-destination,container type, line and agent can be viewed in sea freight

11 Air Freight Rates Rates pertaining to origin, destination, airlines, different weight slabs and agents can be viewed in the air freight rates module. Rates pertaining to origin, destination, airlines, different weight slabs and agents can be viewed in the air freight rates module.

12 Sales Budgetting Sales person wise, job type wise, region wise budgeting is possible. Sales person wise, job type wise, region wise budgeting is possible. Back

13 Sea Export Operations Module – Schedules Sea export operations start with schedule Sea export operations start with schedule Schedules for a particular origin and destination to be input with Schedules for a particular origin and destination to be input with origin, destination, shipping line, ETA local port, departure, arrival date, vessel name etc. Once the schedule is created bookings can be entered for this schedule. Once the schedule is created bookings can be entered for this schedule.

14 Schedule Report Schedule report can be taken from the export booking screen. Schedule report can be taken from the export booking screen. Sample Report

15 Sea Export Booking Information from the selected schedule will be populated to Information from the selected schedule will be populated to the export booking screen Enter the booking details and save the entry Enter the booking details and save the entry System will automatically generate the booking reference number System will automatically generate the booking reference number CFS updates the cargo receive date on Rec date field and volume by double clicking on the Volume field CFS updates the cargo receive date on Rec date field and volume by double clicking on the Volume field

16 Booking confirmation Booking confirmation will be sent once the booking is created in the system with a booking number. Booking confirmation will be sent once the booking is created in the system with a booking number.

17 Booking Reports Booking list – report which lists all the booking for a destination in a particular vessel. Booking list – report which lists all the booking for a destination in a particular vessel.

18 Booking Reports Cargo position report for the export forecasting. Cargo position report for the export forecasting. This is based on three weeks This is based on three weeks This includes the transshipment cargo also. This includes the transshipment cargo also.

19 Booking Reports Import Forecasting based on transshipment cargo details Import Forecasting based on transshipment cargo details

20 Booking Transfer Booking can be transferred to another schedule before creating a job. Booking can be transferred to another schedule before creating a job.

21 Received for Shipment Bill of Lading BL can be generated after cargo is booked and received at CFS. This BL can be linked to a job later when this booking is created as a job. BL can be generated after cargo is booked and received at CFS. This BL can be linked to a job later when this booking is created as a job. The HBL number remains the same in the sub job as well. The HBL number remains the same in the sub job as well.

22 Transportation - Request Transport request can be processed from booking. The request number will be generated automatically. Transport request can be processed from booking. The request number will be generated automatically. Costing can be done from the same form module. Costing can be done from the same form module. Back

23 Sea operations - Load List Bookings confirmed appear in load list Bookings confirmed appear in load list Select the container no. by clicking the button near to container no. field Select the container no. by clicking the button near to container no. field Load list to be finalized by selecting the bookings in the unselected block and transferring them to the selected block by clicking on the refresh button Load list to be finalized by selecting the bookings in the unselected block and transferring them to the selected block by clicking on the refresh button

24 Load List Reports Load list report will be send to CFS for stuffing. Load list report will be send to CFS for stuffing. Sample report

25 CFS Operations - Stuffing Cargo confirmed in the load list are listed in stuffing Cargo confirmed in the load list are listed in stuffing Once the cargo is stuffed select the stuff check box and save Once the cargo is stuffed select the stuff check box and save Stuffing makes sure that all the items listed for loading is physically stuffed. Stuffing makes sure that all the items listed for loading is physically stuffed.

26 Stuffing Report Stuffing report based on a load list. Stuffing report based on a load list. Sample report

27 Operations - Load List Check mark will appear for the stuffed cargo Check mark will appear for the stuffed cargo Select the container (s) by clicking on the check box Select the container (s) by clicking on the check box Job can be created by clicking the create job button, job type can be specified and the job number will be generated Job can be created by clicking the create job button, job type can be specified and the job number will be generated

28 Job Maintenance (Sea/Land) Select the job and enter the details Select the job and enter the details A new job can also be created from job maintenance A new job can also be created from job maintenance A schedule has to be entered for creating a job A schedule has to be entered for creating a job

29 Job Query Job query form can be used to locate any job based on various parameters listed in the screen.

30 Job Maintenance Reports Many reports can be generated from job maintenance. Many reports can be generated from job maintenance. Cost sheet summary, Cost sheet details Invoice, Credit Note, Debit note, Performa invoice Cost sheet summary, Cost sheet details Invoice, Credit Note, Debit note, Performa invoice

31 Job Maintenance Reports Job audit report can also be generated from the job maintenance to keep track of updates or modifications applied to a job. Job audit report can also be generated from the job maintenance to keep track of updates or modifications applied to a job.

32 Job Maintenance Reports BL Annexure BL Annexure Sample report

33 Job Maintenance - HBL House BL House BL From a sub job individual HBL will be generated From a sub job individual HBL will be generated From a Zero job all the HBLs will be generated. From a Zero job all the HBLs will be generated. Sample report

34 Job Maintenance - Manifest Manifest Manifest From a zero job all the job details will be pulled out but from a sub job only one pertain to that sub job alone is pulled out. From a zero job all the job details will be pulled out but from a sub job only one pertain to that sub job alone is pulled out. Sample report

35 Job Register Report Job register report to find out job details and status. Job register report to find out job details and status. Sample report

36 Sea Import Booking Create the schedule from this screen. Create the schedule from this screen. Enter the Container no., MBL no., HBL no, Customer etc. Enter the Container no., MBL no., HBL no, Customer etc. System will automatically generate the booking reference number System will automatically generate the booking reference number Job can be created by clicking the create job button, job type can be specified and the job number will be generated Job can be created by clicking the create job button, job type can be specified and the job number will be generated

37 Out Turn Cargo de-stuffing details with remarks are updated here. Cargo de-stuffing details with remarks are updated here. Out turn report jobwise can be generated from here. Out turn report jobwise can be generated from here.

38 Delivery Tally This is for issuing tally sheet at the time of delivery of cargo. This is for issuing tally sheet at the time of delivery of cargo.

39 Job Maintenance - Sea Import Select the job and enter the details Select the job and enter the details A new job can also be created from job maintenance A new job can also be created from job maintenance A schedule has to be entered for creating a job A schedule has to be entered for creating a job

40 Sea Import Reports Arrival Notice Can be printed from the main job as well as from the sub job. Printing from the main job will pullout all the sub job reports, where as printing from an individual sub job will only create that sub jobs report. Arrival Notice Can be printed from the main job as well as from the sub job. Printing from the main job will pullout all the sub job reports, where as printing from an individual sub job will only create that sub jobs report.

41 Sea Import Reports Transshipment cargo Details Transshipment cargo details can be printed from the job maintenance. Transshipment cargo details can be printed from the job maintenance.

42 Air Export Booking Enter the origin, destination, cutomer, shipper etc. Enter the origin, destination, cutomer, shipper etc. System will automatically generate the booking reference number System will automatically generate the booking reference number Job can be created by clicking the create job button, job type can be specified and the job number will be generated Job can be created by clicking the create job button, job type can be specified and the job number will be generated

43 Job Maintenance (Air) Select the job and enter the details Select the job and enter the details A new job can also be created from job maintenance A new job can also be created from job maintenance

44 Air Import Booking Enter the origin, destination, air line, flight date, MAWb no etc Enter the origin, destination, air line, flight date, MAWb no etc System will automatically generate the booking reference number System will automatically generate the booking reference number Job can be created by clicking the create job button, job type can be specified and the job number will be generated Job can be created by clicking the create job button, job type can be specified and the job number will be generated

45 Job Maintenance (Air) Select the job and enter the details Select the job and enter the details A new job can also be created from job maintenance A new job can also be created from job maintenance

46 FINS Reports FINS provides various decision making reports as well as operational reports. The reports in FINS is classified into two FINS provides various decision making reports as well as operational reports. The reports in FINS is classified into two MIS Reports MIS Reports Operational Reports Operational Reports

47 FINS Reports MIS Reports MIS Reports Cost Element Analysis Cost Element Analysis Profit Analysis Profit Analysis Teus Analysis Teus Analysis Job Statistics Analysis Job Statistics Analysis User Performance Analysis User Performance Analysis Register Reports Register Reports Enquiry Register, Quotation Register Enquiry Register, Quotation Register Job Register, B/L Register, Container Booking Job Register, B/L Register, Container Booking Invoice, Credit Note, Debit Note, LPO Register Invoice, Credit Note, Debit Note, LPO Register

48 MIS Reports - Cost Element Analysis MIS Reports - Cost Element Analysis Different groupings of cost element analysis can be produced Different groupings of cost element analysis can be produced Job date wise Job date wise Summary Summary Book Date Book Date Detailed Detailed This report can be taken on the basis of various input parameters such as This report can be taken on the basis of various input parameters such as Job type Job type Cost Element Group Cost Element Group Cost Element Cost Element Date wise filtering Date wise filtering

49 MIS Reports - Cost Element Analysis Sample MIS Reports - Cost Element Analysis Sample

50 MIS Reports - Profit Analysis MIS Reports - Profit Analysis Two Different Profit Analysis reports can be generated Two Different Profit Analysis reports can be generated Profit Allocation based Profit Allocation based Cost and sales allocation based Cost and sales allocation based Reports can be grouped Reports can be grouped Job type wise Job type wise Customer wise Customer wise Salesman wise Salesman wise Agent wise Agent wise Input Parameters are Input Parameters are Job type Job type Status Status Customer Customer Salesman Salesman Prov. Profit and Actual profit Prov. Profit and Actual profit Date filtering is enabled Date filtering is enabled

51 MIS Reports - Profit Analysis Sample MIS Reports - Profit Analysis Sample

52 MIS Reports - Profit Analysis MIS Reports - Profit Analysis The same report can be used to filter single customer or multiple customer, which can be selected from the list. The same report can be used to filter single customer or multiple customer, which can be selected from the list.

53 MIS Reports - TEUS Analysis MIS Reports - TEUS Analysis Different groupings are available Different groupings are available Agent wise Agent wise Origin wise Origin wise Destination wise Destination wise Salesman wise Salesman wise Shipping line wise Shipping line wise Input parameters Input parameters Job type, Agent, Origin Job type, Agent, Origin Destination, salesman Destination, salesman Shipping line Shipping line Date wise filtering Date wise filtering Available for Export, Import and Both Available for Export, Import and Both

54 MIS Reports - TEUS Analysis Sample MIS Reports - TEUS Analysis Sample

55 MIS Reports - Job Statistics Analysis Report available for Export, Import and for Both Report available for Export, Import and for Both Based on Sales and cost Based on Sales and cost Input Parameters Input Parameters Job Type Job Type Port of origin Port of origin Port of destination Port of destination Date wise filtering Date wise filtering

56 MIS Reports - Job Statistics Analysis Sample MIS Reports - Job Statistics Analysis Sample

57 MIS Reports - Job Statistics Summary Analysis MIS Reports - Job Statistics Summary Analysis Report based on Report based on Job type wise Job type wise Port wise Port wise Sales Sales Cost Cost Available for Import, Export and for Both Available for Import, Export and for Both Input parameters Input parameters Job type Job type Port of origin Port of origin Port of destination Port of destination Date filtering Date filtering

58 FINS Reports – MIS Reports Job Statistics Summary Analysis Sample

59 FINS Reports – MIS Reports User Performance Analysis Two reports Two reports Detailed Detailed Summary Summary Input parameters Input parameters Job type Job type User User Job Job Date filtering Date filtering

60 FINS Reports – MIS Reports User Performance Analysis Sample

61 FINS Reports – Control Reports FINS produces control reports which helps the management to analyze manpower wastage due to errors done by the staff. FINS produces control reports which helps the management to analyze manpower wastage due to errors done by the staff. Control Reports Control Reports Job Not Invoiced / Cost not booked Job Not Invoiced / Cost not booked Delivery Order not issued Delivery Order not issued Cargo Storage aging Cargo Storage aging

62 FINS Reports – Control Reports Job Not invoiced / Cost not booked Groupings Groupings Job wise Job wise Cost element wise Cost element wise Input Parameters Input Parameters Cost Element Cost Element Job type Job type Customer Customer Date Filtering Date Filtering

63 FINS Reports – Control Reports Job Not invoiced / Cost not booked Sample

64 Control Reports Delivery Order not Issued Input Parameter Input Parameter Job type Job type Date Filtering Date Filtering

65 Control Reports Delivery Order not Issued Sample

66 Control Reports Cargo Storage Aging Different types of reports can be produced Different types of reports can be produced Cargo not released and not invoiced Cargo not released and not invoiced Cargo released not invoiced Cargo released not invoiced Cargo not released and invoiced Cargo not released and invoiced Input parameters Input parameters Job type, Destination Job type, Destination Date Filtering Date Filtering

67 Control Reports Cargo Storage Aging Sample Back

68 Thank You


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